See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MOUNTAIN WEST ADVISORS1 year Service code 28 1840 N STATE STREET · PROVO, UT 84604 | Investment Management | $12,568 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $6,420 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,266 | $58,879-62.2% | $178,490-87.5% | $73,488-69.7% |
| Participation rate | 93.6% | 66.2%+27.4pp | 81.9%+11.7pp | 70.7%+22.9pp |
| Annual return | 22.28% | 24.86%-2.6pp | 151.07%-128.8pp | 28.51%-6.2pp |
| Employer contribution / active EE | $3,433 | $2,236+53.5% | $5,011-31.5% | $2,270+51.2% |
| Participant deferral / active EE | $2,525 | $2,567-1.7% | $5,202-51.5% | $3,740-32.5% |
| Admin fee / account holder | $156 | $400-61.1% | $13,984-98.9% | $513-69.7% |